本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Visualize Group LP (CIK 1994625) reported $290.5M across 11 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: RSP ($42.1M, 14.48%), SPY ($38.3M, 13.18%), RBC ($33.1M, 11.41%), CW ($30.9M, 10.65%), PWR ($30.3M, 10.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO EXCHANGE TRADED FD T | $42.1M | 14.48% | 197,700 | Added |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $38.3M | 13.18% | 51,271 | Added |
| 3 | RBC | RBC BEARINGS INC | $33.1M | 11.41% | 51,447 | Hold |
| 4 | CW | CURTISS WRIGHT CORP | $30.9M | 10.65% | 40,816 | Hold |
| 5 | PWR | QUANTA SVCS INC | $30.3M | 10.44% | 42,116 | Hold |
| 6 | CLH | CLEAN HARBORS INC | $28.8M | 9.90% | 96,300 | Hold |
| 7 | RSG | REPUBLIC SVCS INC | $28.1M | 9.67% | 131,865 | Trimmed |
| 8 | HLT | HILTON WORLDWIDE HLDGS INC | $17.9M | 6.17% | 54,240 | Hold |
| 9 | AMZN | AMAZON COM INC | $17.3M | 5.95% | 72,500 | New |
| 10 | BKR | BAKER HUGHES COMPANY | $15.8M | 5.45% | 285,400 | New |
| 11 | XPO | XPO INC | $7.9M | 2.71% | 38,286 | New |
| 12 | HEIA | HEICO CORP NEW | $0 | 0.00% | 0 | Exited |
| 13 | LYV | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30